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INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 WELFARE FUND
FARMINGDALE, NY · EIN 111628170 · Form 990 · FY2024 · Very Large (>$50M) · local138.com
revenue
$56.8M
expenses
$55.6M
net assets
$20.2M
employees
4
mission · from form 990

THE PRIMARY PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, DEATH, OPTICAL, DENTAL, VACATION AND UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

profile · synthesized from sources

The website content describes International Union of Operating Engineers Local 138, a labor union representing heavy equipment operators, mechanics, and oilers in Nassau and Suffolk Counties, Long Island, New York. The union offers apprenticeship training, health and pension benefits to members, and administers various funds including welfare, pension, and scholarship programs. It was founded in 1933 and operates training programs and member services focused on the construction industry.

named programs · 5 · from sources

What they call their work

Apprenticeship Training School
Provides classroom and field training for heavy equipment operation, including OSHA and HAZMAT certification, to prepare individuals for careers in construction
James J. Duffy, Sr. Scholarship Fund
Offers scholarships to children of Local 138 members who demonstrate academic achievement and commitment to community values
Pension Fund
Manages retirement benefits for members through the Central Pension Fund of the International Union of Operating Engineers
Stamp Fund
Administers employer contributions for fringe benefits and ensures compliance with trust agreements
Welfare Fund
Provides medical, dental, optical, death, vacation, and unemployment benefits to eligible members and their dependents
activities · 3 groups

What they do

  • Union and Association Benefit Funds 1 activity
    • Administers health and welfare benefits for union members and dependents
      Provides medical, dental, optical, death, vacation, and unemployment benefits to eligible Operating Engineers and their dependents. Transitioned healthcare service platform from SwiftMD to ReviveHealth, Inc. to improve access and member experience.
  • Union-Affiliated Trade Apprenticeship & Training 1 activity
    • Delivers occupational safety and skills training for members
      Offers classroom and field-based training programs for apprentices and members, including heavy equipment operation, fall protection, mental health awareness, and LIRR contractor safety. Training is delivered by qualified instructors and Local 138 member volunteers across Nassau and Suffolk Counties, Long Island, NY.
  • Union-Linked Educational Scholarships 1 activity
    • Funds scholarships for children of union members
      Awards the annual James J. Duffy, Sr. Scholarship and other educational grants to support the college and vocational pursuits of children of Local 138 members.
financials · form 990 · fy2024
revenue
Total revenue$56.79M
Contributions & grants$00%
Program service revenue$55.17M97%
Investment income$1.20M2%
Other revenue$430K
expenses
Total expenses$55.64M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$708K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$39.23M
Cash$26.31M
Investments$7.66M
Liabilities$19.04M
Net assets$20.19M
Liquid reserves7.3 mo
6 years on record · 2019–2024 · YoY revenue +17.8%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 13
NameTitleHours/wkCompensation
JOHN DUFFY TRUSTEE 2 $447K
ANTHONY MALIZIA TRUSTEE 2 $417K
SHAWN COLES TRUSTEE 0 $417K
JOHN J DUFFY TRUSTEE 2 $414K
WILLIAM DUFFY JR CHAIRMAN/ADMINISTRATOR 2 $413K
DENNIS ADRIAN TRUSTEE 2 $404K
STEPHEN BARNETT PLAN ADMINISTRATOR 18 $388K
CHRISTOPHER DUFFY ANNUITY ADMIN 0 $371K
VINCENT D RAZZANO APPRENTICE DIRECTOR 2 $328K
ENRIQUE GUZMAN ORGANIZER 0 $294K
SCOTT TIERNEY INSTRUCTOR 0 $272K
LISA HARDEN CLAIMS ADMIN 40 $150K
ANNE MCDONNAUGH BOOKKEEPER 38 $142K
board members · 3
  • JAMES HANEY III — TRUSTEE
  • JAMES PRATT III — TRUSTEE
  • MARC HERBST — TRUSTEE
relationships · 4

Who they work with

  • AFL-CIO Government — The International Union of Operating Engineers is the 12th largest union in the AFL-CIO.
  • International Union of Operating Engineers Network — Local 138 is a chartered local union of the International Union of Operating Engineers.
  • ReviveHealth, Inc. Partner — Partner organization providing virtual-first healthcare services for members.
  • State of New York Government — Program is registered with the State of New York.
strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Comprehensive Benefits Integration
    methodology: comprehensive_benefits_model
    By integrating medical, dental, optical, death, vacation, and unemployment benefits into a single plan, the fund supports holistic well-being and financial security of union members and their families, because comprehensive coverage reduces economic vulnerability and promotes long-term stability.
  • Integrated Safety and Skills Training
    methodology: classroom-and-field training
    By combining classroom instruction with field training led by experienced union members, the program develops skilled heavy equipment operators from novices, because experiential learning grounded in peer mentorship builds technical competence and reinforces safety culture.
  • Virtual-First Healthcare Access
    methodology: virtual-first care
    By using a virtual-first care model, the fund improves healthcare access and member experience, because digital-first clinical engagement reduces barriers related to time, location, and appointment availability for mobile or remote workers.